Plan Ledger DOL Form 5500 · updated monthly

Unisource Solutions, Inc.401(k)

UNISOURCE SOLUTIONS, INC. 401K PLAN · PICO RIVERA, CA · plan year 2023

Reported admin expense ratio · 2023
0.57%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Unisource Solutions, Inc. reported $47,794 in plan administrative expenses for 2023: 0.57% of average plan assets, above the peer median. Employer contributions averaged $538 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.63% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,768th of 9,483), and 2,857th of 5,215 in retail trade. In 2023, employees put in $6.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,902,896
Participants with balances145
Active participants107
Employer contributions$57,529
Employee contributions$376,598
Employer contribution per active participant$538
Average account balance$61,399
Benefits paid to participants$806,612
Plan auditUnmodified (clean) audit opinion
AuditorGREEN, HASSON & JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 144 accts · $52K emplr
2023$8.9M · 145 accts · $58K emplr
2022$7.9M · 146 accts · $59K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,315
Investment management$20,479
Total administrative$47,794
The Unisource Solutions, Inc. 401(k) match · 2023
Employer contribution per active participant$538
Median for plans this size$1,308
2024$520 per active participant
2023$538 per active participant
2022$532 per active participant

Unisource Solutions, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$27,315
MERRILL LYNCH LIFE AGENCY, INC. · Consulting · Insurance services$20,479

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,406 · 0.47%
2023$47,794 · 0.57%
2022$62,381 · 0.63%
Similar plansRetail Trade · California
Ardmore Home Design, Inc. CA$8.8M · 0.04%
New Age Investments CA$8.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954117599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.